MyFolio Managed Funds
Five straight forward investment options
Whatever your attitude to risk, the funds are designed to meet your needs. They offer you five risk-rated investment options - ranging from lower to higher. If you’d like to learn more about your attitude to risk, Oxford Risk's questionnaire can help.
MyFolio Managed funds will not be suitable for you if you are not willing to take any investment risk.
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Choosing your fund
If you’d like to understand more about your attitude to investment risk, try Oxford Risk's questionnaire.
There are five funds to choose from
MyFolio Managed I
This investment option may suit a customer who is conservative with their investments. They prefer taking a small amount of risk to achieve modest or relatively stable returns. They accept there may be some short term periods of fluctuation in value.
Standard Life Investments MyFolio Managed I Fund (lower risk)
This investment option is designed for a customer who is conservative with their investments. They prefer taking a small amount of risk to achieve modest or relatively stable returns. They accept there may be some short term periods of fluctuation in value.
Where the fund invests
A typical investment mix for the MyFolio Managed I Fund is shown in the pie chart. Remember, the fund's actual exposure to different investments will vary, due to a number of factors including the manager's tactical (short term) investment opinions and the precise make up of the underlying funds.
Charges
There is no initial charge on this investment as the ISA is arranged through Standard Life Client Management.
| The following annual charges apply: | |
|---|---|
| Fund Management Charge (MyFolio Managed I Fund) | 1.15% |
| Additional Expenses (MyFolio Managed I Fund) | 0.49% |
| Total charges | 1.64% |
Charges are correct as at 22 November 2011. Charges are regularly reviewed and may be increased to reflect increases in overall costs and/or changes in the assumptions made. Any increases in charges will not increase Standard Life's profit margins above reasonable levels.
Investment returns aren’t guaranteed. The value of your investment can go up or down so you may get back less than you paid in.
More information is available in the MyFolio Managed I Fund factsheet (PDF, 180kb).
MyFolio Managed II
This investment option may suit a customer who is relatively cautious with their investments. They want to try to achieve a reasonable return, and are prepared to accept some risk in doing so. Typically these portfolios will exhibit relatively modest yet frequent fluctuations in value.
Standard Life Investments MyFolio Managed II Fund (lower to medium risk)
This investment option is designed for a customer who is relatively cautious with their investments. They want to try to achieve a reasonable return, and are prepared to accept some risk in doing so. Typically these portfolios will exhibit relatively modest yet frequent fluctuations in value.
Where the fund invests
A typical investment mix for the MyFolio II Managed Fund is shown in the pie chart. Remember, the fund's actual exposure to different investments will vary, due to a number of factors including the manager's tactical (short term) investment opinions and the precise make up of the underlying funds.
Charges
There is no initial charge on this investment as the ISA is arranged through Standard Life Client Management.
| The following annual charges apply: | |
|---|---|
| Fund Management Charge (MyFolio Managed II Fund) | 1.15% |
| Additional Expenses (MyFolio Managed II Fund) | 0.55% |
| Total charges | 1.70% |
Charges are correct as at 22 November 2011. Charges are regularly reviewed and may be increased to reflect increases in overall costs and/or changes in the assumptions made. Any increases in charges will not increase Standard Life's profit margins above reasonable levels.
Investment returns aren’t guaranteed. The value of your investment can go up or down so you may get back less than you paid in.
More information is available in the MyFolio Managed II Fund factsheet (PDF, 180kb).
MyFolio Managed III
This investment option may suit a customer with a balanced attitude to risk. They don’t seek risky investments but don’t avoid them either. They are prepared to accept fluctuations in the value of their investments to try and achieve better long term returns. Their investments may be subject to frequent and at times significant fluctuations in value.
Standard Life Investments MyFolio Managed III Fund (medium risk)
This investment option is designed for a customer with a balanced attitude to risk. They don't seek risky investments but don't avoid them either. They are prepared to accept fluctuations in the value of their investments to try and achieve better long term returns. Their investments may be subject to frequent and at times significant fluctuations in value.
Where the fund invests
A typical investment mix for the MyFolio Managed III Fund is shown in the pie chart. Remember, the fund's actual exposure to different investments will vary, due to a number of factors including the manager's tactical (short term) investment opinions and the precise make up of the underlying funds.
Charges
There is no initial charge on this investment as the ISA is arranged through Standard Life Client Management.
| The following annual charges apply: | |
|---|---|
| Fund Management Charge (MyFolio Managed III Fund) | 1.15% |
| Additional Expenses (MyFolio Managed III Fund) | 0.61% |
| Total charges | 1.76% |
Charges are correct as at 22 November 2011. Charges are regularly reviewed and may be increased to reflect increases in overall costs and/or changes in the assumptions made. Any increases in charges will not increase Standard Life's profit margins above reasonable levels.
Investment returns aren’t guaranteed. The value of your investment can go up or down so you may get back less than you paid in.
More information is available in the MyFolio Managed III Fund factsheet (PDF, 180kb).
MyFolio Managed IV
This investment option may suit a customer who is relatively comfortable with investment risk. They aim for higher long term returns and understand that this can also mean some sustained periods of poorer performance. They are prepared to accept significant fluctuations in value to try and achieve better long term returns.
Standard Life Investments MyFolio Managed IV Fund (medium to higher risk)
This investment option is designed for customers who are relatively comfortable with investment risk. They aim for higher long term returns and understand that this can also mean some sustained periods of poorer performance. They are prepared to accept significant fluctuations in value to try and achieve better long term returns.
Where the fund invests
A typical investment mix for the MyFolio Managed IV Fund is shown in the pie chart. Remember, the fund's actual exposure to different investments will vary, due to a number of factors including the manager's tactical (short term) investment opinions and the precise make up of the underlying funds.
Charges
There is no initial charge on this investment as the ISA is arranged through Standard Life Client Management.
| The following annual charges apply: | |
|---|---|
| Fund Management Charge (MyFolio Managed IV Fund) | 1.15% |
| Additional Expenses (MyFolio Managed IV Fund) | 0.72% |
| Total charges | 1.87% |
Charges are correct as at 22 November 2011. Charges are regularly reviewed and may be increased to reflect increases in overall costs and/or changes in the assumptions made. Any increases in charges will not increase Standard Life's profit margins above reasonable levels.
Investment returns aren’t guaranteed. The value of your investment can go up or down so you may get back less than you paid in.
More information is available in the MyFolio Managed IV Fund factsheet (PDF, 180kb).
MyFolio Managed V
This investment option may suit a customer who is very comfortable with investment risk. They aim for high long term investment returns and do not overly worry about periods of poorer performance in the short to medium term. Ordinarily these portfolios can be subject to the full extent and frequency of stock market fluctuations.
Standard Life Investments MyFolio Managed V Fund (higher risk)
This investment option is designed for customers who are very comfortable with investment risk. They aim for high long term investment returns and do not overly worry about periods of poorer performance in the short to medium term. Ordinarily these portfolios can be subject to the full extent and frequency of stock market fluctuations
Where the fund invests
A typical investment mix for the MyFolio Managed V Fund is shown in the pie chart. Remember, the fund's actual exposure to different investments will vary, due to a number of factors including the manager's tactical (short term) investment opinions and the precise make up of the underlying funds.
Charges
There is no initial charge on this investment as the ISA is arranged through Standard Life Client Management.
| The following annual charges apply: | |
|---|---|
| Fund Management Charge (MyFolio Managed V Fund) | 1.15% |
| Additional Expenses (MyFolio Managed V Fund) | 0.72% |
| Total charges | 1.87% |
Charges are correct as at 22 November 2011. Charges are regularly reviewed and may be increased to reflect increases in overall costs and/or changes in the assumptions made. Any increases in charges will not increase Standard Life's profit margins above reasonable levels.
Investment returns aren’t guaranteed. The value of your investment can go up or down so you may get back less than you paid in.
More information is available in the MyFolio Managed V Fund factsheet (PDF, 180kb).
Want to know more about how these funds work? Watch our MyFolio funds video.
Important information
Investment returns aren’t guaranteed. The value of your investment can go up or down so you may get back less than you paid in.
